31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)
There are at least three things every financial advisor wants in their relationships with clients:
1) Great conversations and connection
2) Use their money to live a fulfilled life doing the things they love
3) Seamless buy-in and follow-through on the advice given to avoid spending time following up
Amy Mullen is the President of Money Quotient, a company that arms advisors with tools, resources, and a process to consistently deliver on all three of these things: great co
In Part I of our conversation, we discuss:
- The #1 factor in determining action towards retirement goals
- Why starting with the past is the most effective way for advisors to help client’s uncover meaningful goals
- How a client’s inability to follow-through is likely a roadblock stemming from their past
- The importantly subtle shift from “advice-givers” to “thinking partners”
- Why “advice kills conversations”
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